Job Overview – Tax & Fund Accountant (Hybrid):
Join our client’s finance team as a Tax & Fund Accountant in Greenwich, CT. In this hybrid position, you will support the Tax Director and Fund Accounting team, focusing on tax compliance, fund operations, and regulatory reporting. This role is pivotal in managing tax filings, optimizing fund operations, and collaborating with internal and external stakeholders to ensure seamless processes.
Compensation: $130,000 – $165,000/year + bonus
Location: Greenwich, CT
Schedule: Monday to Friday (Hybrid)
Responsibilities as the Tax & Fund Accountant:
- Tax Compliance: Manage partnership tax compliance, including tax allocations and international tax reporting (e.g., PFICs and CFCs).
- Coordination: Collaborate with fund administrators, internal teams, and external service providers to meet tax deadlines and ensure accuracy.
- Reporting: Oversee quarterly corporate tax payments, FATCA/CRS filings, and ASC 740 documentation.
- Fund Operations: Review fund books, reconciliations, and financial reports for accuracy and compliance.
- Capital Management: Calculate investor capital calls and distributions, ensuring accurate tracking of commitments.
- Cross-Functional Support: Address investor inquiries and collaborate with legal, operations, and investor relations teams.
Qualifications for the Tax & Fund Accountant:
- Education: Bachelor’s degree in Accounting required (Master’s in Tax preferred).
- Licensure: CPA designation required.
- Experience: 3-10 years of tax experience, with expertise in private equity or credit fund compliance.
- Technical Skills: Advanced proficiency in Microsoft Excel and familiarity with tax and fund accounting platforms.
- Attributes: Strong analytical skills, attention to detail, and the ability to manage multiple priorities effectively.
- Collaboration: Excellent communication and teamwork skills, with a proactive approach to problem-solving.
Application Notice: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, Atlantic Group will keep your resume on file for future opportunities and may contact you for further discussion.